Provide Your Loved Ones With A Secure Future
Basic money management is about meeting your family’s everyday expenses while ensuring that the money spent is less than the money earned. Being in control of your daily and monthly expenses helps you feel more confident. But what about the amount to be spent in the future on education, marriage and medical emergencies?
Whether it is financially supporting your parents or extended family, or saving for your child’s education in the future, it is important to manage your money appropriately so that you don’t compromise your own financial security in the process.
We understand that this process can be intimidating, which is why we’re here to offer you our assistance with expert financial advice. Let’s start this journey towards financial freedom!
How Does it work?
Let's Connect
To help you, we need to know more about you! You will have to fill in a few details while booking an appointment for our first session. Our team will then reach out to you with an investment agreement that must be signed before our first meeting.
Understanding Your Goals & Priorities
We will connect over video chat for 3 sessions to further understand your financial situation, lifegoals, priorities and to assess your risk profile and spending habits.
Analysis & Advice
Once we have enough information, we will create a customized plan for you. Usually there will be some trade-offs that you will need to make when it comes to meeting your goal. We will share the relevant options with you to help you make an informed decision based on your priorities.
Get Started On Your Journey
Now that you have a plan, we will open the relevant accounts for investing your money and help you implement the plan that has been put in place.
Monitor Your Progress
You can track your portfolio at your fingertips via our mobile app. And, we will also regularly monitor and evaluate your progress in meeting your financial goal.